At Pacific Southwest Financial, our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.
PSF at a Glance - Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ. Learn More
PSF Field Support & Specialty Departments - Pacific Southwest Financial has Field Consultants available for both wholesale and retail point of sale support to assist in insurance planning and underwriting. Learn More
Resources/Support - PSF-affiliated financial advisors offer a wide range of services, including tax-advantaged planning strategies, wealth accumulation & preservation techniques, investment planning & portfolio design, and tax-qualified retirement plans. Learn More
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.
Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.